Tax Reporting - PA
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Pennsylvania Annual and Quarterly Reporting#

What's New for W2 Wage Reporting for Tax Year 2011#

The following changes have been noted for reporting W2 wages to the Federal Government using the standard EFW2 format:

Set Up#

This document contains abbreviated set up requirement for the state of Pennsylvania only, please refer to the general document (US_Annual_Qtrly_Reporting_GEN) for other setup procedure that may also be required.

IDGV - State Registration#

IDGV - State SUI Registration#

IDGV - Local Registration#

To report Philadelphia city file:
W2 STATE MEDIA FILINGMust be '03' to generate City tax information in Local File format
W2 TAX TYPE CODEMust enter 'C' for City Tax
W2 TAXING ENTITYMust be 'PHILA' to generate Philadelphia City File

IDFDV - City Tax Set Up#

If there is applicable city tax, the 'Field Variable' column in IDFDV must be set up appropriately. Note that all other columns are pre-defined in IDFD and may not be altered in the IDFDV screen.

SeqIdentifierDescriptionLevelO/R PromptField SourceField Variable
8500 W2-CITY-NAME City Name Local 20-CITY NAME DB column DTX.JURISDICTION_NAME
8510 W2-CI-WAGE-HOME Local Wage, Home city Local 18-HOME CITY WAGE ElementW2-CI-WAGE-RES
8520 W2-CI-WAGE-WORKLocal Wage, Work city Local 18-WORK CITY WAGE ElementW2-CI-WAGE-WORK
8530 W2-CI-TAX-HOME Local Tax, Home city Local 19-HOME CITY TAX ElementW2-CI-TAX-RES
8540 W2-CI-TAX-WORK Local Tax, Work city Local 19-WORK CITY TAX ElementW2-CI-TAX-WORK

State File Procedures#

Annual W2 Wage Reporting – EFW2 File Format#

RPYEU must be run and the following selected to generate Montana state file information:
Report List Filters, Select State:Montana, USA
Parameters, Annual Form Code:(example: use standard form code‘HL$US-W2-2012’)
Parameters, Period Type:Year
Parameters, Period End Date:Year End Date (i.e. 31-Dec-2011)
Parameters, Media Format:State File Format

The Directory and Media File Name parameters must be populated or an output file will not be produced.

State Media Magnetic Media Reporting – EFW2 File Format#

Record name
Code RA - Transmitter Record (same as the federal code RA)

Quarterly UI Wage Reporting – ICESA Format#

RPYEU must be run and the following selected to generate Montana state file information:
Media Format:State SUI File Format
Select State:Montana, USA

Quarterly UI Wage Magnetic Media Reporting - ICESA Format#

Record name
Code A - Transmitter Record

ICESA for the State of Montana#


Notes#

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ANNUAL W2 WAGE REPORTING – EFW2 format

- TClient must run RPYEU and select the following to generate Pennsylvania State file information: Media Format: - State File Format Select State: - Pennsylvania, USA

Report List Filters, Select State: - Pennsylvania, USA Parameters, Annual Form Code: - (example: use standard form code‘HL$US-W2-2012’) Parameters, Period Type: - Year Parameters, Period End Date: - Year End Date (i.e. 31-Dec-2011) Parameters, Media Format: - State File Format

The Directory and Media File Name parameters must be populated or an output file will not be produced.

STATE MAGNETIC MEDIA REPORTING – EFW2 Format

Record name: Code RA - Transmitter Record

PHILADELPHIA CITY WEB SITE

- For W2 city filing: http://www.phila.gov/revenue/pdfs/w2_instructions_for_.pdf PHILADELPHIA CITY FILE PROCEDURES

- For 2005 reporting, the Philadelphia City Tax Magnetic Media reporting is reported using the EFW2 format

- Record Codes required are: Code RA,RE,RW,RS

PHILADELPHIA City Wage Reporting

- The user must run RPYEU and select the following to generate Philadelphia City file information: Media Format: - Local File Format Select State: - Pennsylvania, USA Select City: - Philadelphia, PA, USA

PHILADELPHIA CITY MAGNETIC MEDIA REPORTING – EFW2 Format

Record name: Code RA - Transmitter Record (same as federal code RA)

STATE QUARTERLY UI WAGE REPORTING – ICESA format

- The user must run RPYEU and select the following to generate Pennsylvania State file information: Media Format: - State SUI File Format Select State: - Pennsylvania, USA

- The ‘Quarterly Form Code’ field must be entered in order to produce the UI file in the ICESA format.

- Client must select state PENNSYLVANIA in the ‘Report List Filters’. - Annual Form Code’ – use the standard HighLine supplied form code HL$US-W2-2012. You will have to enter the ‘Variables’ in this Form Code for use specifically in your installation. - The ‘Quarterly Form Code’ must be entered in order to produce UI wage file in ICESA format. – use the HighLine supplied Form Code ‘HL$US-QTR-2012’.. You will have to enter the ‘Variables’ in this Form Code for use specifically in your installation. - Period Type: Quarter. - Period End Date: Enter the quarter end date, i.e. 30-Jun-2011. - Media File Type: State SUI File Format. - If the Directory Name/Media File Name is not supplied, an output file will not be produced.

Quarterly UI Wage Magnetic Media Reporting – ICESA Format

(Please note that the following ‘Not Required’ fields may or may not always contain BLANKS).

Note: Columns marked with PA indicates it is a Pennsylvania specific requirement which is not the standard record format

Record name: Code A - Transmitter Record